Investor FAQs
Frequently Asked Questions for Prospective Investors
✅ Who can invest in Platinum Ridge Private Equity Fund, LP?
Our fund is open to accredited investors and qualified purchasers as defined by U.S. securities regulations. This typically includes:
- High-net-worth individuals
- Family offices
- Institutional investors
- Trusts, corporations, and LLCs
- Self-Directed IRA account holders
If you’re unsure whether you qualify, we can assist you in determining your eligibility or guide you to speak with a licensed advisor.
✅ Can I invest through a Self-Directed IRA?
Yes. Self-Directed IRAs (SDIRAs) are an excellent way to diversify retirement portfolios into private equity. We work with several compliant custodians who can facilitate your investment using pre-tax or Roth IRA funds.
Benefits of investing through an SDIRA include:
- Tax-deferred or tax-free growth
- Access to alternative asset classes
- Greater diversification beyond public markets
Our team can help connect you with a qualified custodian if needed.
✅ What is the minimum investment?
The typical minimum commitment for investors is $250,000, although exceptions may be made depending on investor qualifications or fund availability.
✅ What is the investment time horizon?
Platinum Ridge Private Equity Fund is designed with a long-term horizon. Most portfolio companies are held for 5–7 years, depending on the strategic growth plan and market conditions.
✅ Is the fund open to non-U.S. investors?
Yes, non-U.S. investors may be eligible to participate depending on their jurisdiction and tax status. Please contact us to discuss your situation.
✅ Will I receive regular updates?
Absolutely. We provide:
- Quarterly reports
- Annual financials
- Portfolio updates and
- Access to our investor portal
We value transparency and are committed to proactive communication.
✅ How are returns generated?
Returns are typically realized through:
- Company growth and EBITDA expansion
- Strategic exits via sale or recapitalization
- Distributions to investors upon liquidity events
We target above-market returns while preserving capital through disciplined investment and operational value creation.
WE NEED THIS INFORMATION
Download Our Investor Overview
For a concise summary of our fund’s strategy, leadership, target industries, and investment process, download our Investor Brochure (PDF) here:
[Download Brochure]